Blog

At Wealth & Pension Services Group, we’re always looking for chances to learn from and interact with industry experts. This October, MaryJane LeCroy and I headed to Washington, D.C., for Schwab’s annual, invitation-only...

Divorce- Picking Up the Pieces-5 Key Things to Do Right Away Whether relieved, exuberant, sad, overwhelmed or just simply happy it’s over, post-divorce living holds more than its share of varied, conflicting emotions. From a...

Often touted as a defining characteristic of the Millennial Generation, Americans these days are shifting from job to job at a staggering rate. In 2014, the Bureau of Labor Statistics reported that the typical US worker stayed on the...

Our role as wealth managers goes beyond providing advice, asset management, and retirement planning. An integral part of our job lies in our commitment and responsibility to our clients, which involves their experience working with our...

As we recover from the end of tax season, mutual fund investors may have been surprised to face what many call a “double whammy” — paying capital gains taxes on investments in mutual funds that incurred losses in 2015...

Running a wealth management firm differs from most other businesses in a few ways, but perhaps one of the main differences is how we grow and flourish. Simply put, we run on referrals, and we are grateful for them. These generous...

As we discussed in our post Cyber Fraud and Kids, cyber security and the threat of fraud is increasing in our modern world. When even our children are being targeted, no one is safe. Unfortunately, cyber fraud is something we all have...

Have you considered starting a Health Savings Account? In 2003, the government established Health Savings Accounts (HSAs) as a way for people covered under high-deductible health plans (HDHPs) to get special tax treatment towards...

As parents, we are protective of our children. We tell them to look both ways before crossing the road, not to talk to strangers, and not to play with knives. However, in spite of the best intentions, most parents are still leaving...

Wealth & Pension Services Group, Inc. based in Atlanta, GA, has brought on two new team members, Joe Clagg and Dustin Mendenhall, both of whom will open the firm’s first office location in Indianapolis. “We are pleased Joe...

At a young age, I learned firsthand the power of money — not what a paycheck could provide, but the stress financial difficulties can create. When I was 10 years old, my father unexpectedly died at the young age of 43 and my...

The month of January has been awful on Wall Street, with the S&P 500 posting its worst year-opening week in history by losing 6%, followed by daily ups and downs. Global stock markets lost $2.3 trillion the first week of the year,...

As you read on our blog last October, the last-minute budget and debt ceiling deal that the House and Senate passed will make significant changes to Social Security benefits. In an effort to decrease spending, Section 831 of the new...

As another eventful year has come to an end, the global markets remain volatile and face many headwinds. During the quarter, developed market stocks rebounded sharply (from an awful 3rd quarter), bonds were mixed, and commodities struggled.

Traditionally, investors have had two options when investing in stocks and bonds - buy a passive index or choose an active manager. These limited options require investors to make bold assumptions about the markets.

Wealth and Pension Services Group is proud to announce that five of its wealth managers have been selected to receive the Five Star Wealth Manager of the Year Award. The five WPSGI investment managers are William “Bill" Kring,...

Jane Nowak, CFP® was quoted on Bloomberg.com: "Having Kids Late can Tangle up Your Finances - How to deal with the financial complication of late parenthood" Click here to view the article on Bloomberg.com. About Wealth & Pension...

It’s Not Just About the Numbers - Getting to the Heart of Good Financial Planning Surprisingly, clients often get much more from our financial planning engagement than they ever expected. Most financial planning and divorce...

Wealth and Pension Services Group Inc. (WPSGI), headquartered in Vinings, Georgia, is proud to announce that Jerold M. Sniderman has earned the Qualified Plan Financial Consultant (QPFC) designation from the National Association of...

January 2015 - IRA Rollover Changes Effective Now When the calendar flipped over to 2015 we were greeted with tax law changes for IRA rollovers. Although many of us won’t be affected by these rule changes, ‘I didn’t...

Wealth & Pension Services Group (WPSGI), headquartered in Atlanta, GA, is pleased to announce that its head portfolio manager, Matt Bailey, CFA has been featured in this month’s issue of Technically Speaking. “It was an...

Wealth and Pension Services Group Inc. (WPSGI), headquartered in Vinings, Georgia, is proud to announce that four of its wealth managers have been named top investment managers in the prestigious 2014 Atlanta Magazine Five Star Wealth...

An Update on Social Security: Part 1 of 2 With an estimated 10,000 Americans expected to retire each day over the next 19 years, it’s no wonder that Social Security has become such a hot topic.1 Through this two part series, we...

An Update on Social Security: Part 2 of 2 With an estimated 10,000 Americans expected to retire each day over the next 19 years, it’s no wonder that Social Security has become such a hot topic. Through this two part series, we...

Wealth & Pension Services Group, Inc. based in Atlanta, GA, has brought on its first group member in Florida. Jim Larson II, Certified Fund Specialist, formerly a Vice President - Investments with The Mutual Fund Store, will head up...

Wealth & Pension Services Group, Inc., a registered investment advisory firm headquartered in Atlanta, GA, announces the latest advisor member to the company. Cory Colquette, based out of Chattanooga, TN, will lead the newest branch...

Are You Ready to Retire? 5 Questions to Ask Yourself... More than 3.5 million baby boomers will retire each year for the next 16 years. 70% of Americans are behind in their retirement savings.1 Many people are questioning their...

What are the Options for My Pension when I Retire? You have been diligently saving for years, and after careful planning you are finally ready to realize your ultimate goal of retirement. However, depending on your pension plan type,...

Why should I consolidate my old 401k Plans? If you are like thousands of Americans who have been in the work force for a while, you may have one or more old 401k plans that are still with your former employer. Generally speaking, many...

What’s Your 401K Game Plan? Four Questions Every Plan Sponsor Should Be Asking It seems that virtually everybody agrees that during the last few weeks, the investment markets have been ruled more by emotions than logic. But as we...

For all those who braved the Wednesday storms to attend our first 2013 educational seminar, thank you! We enjoyed catching up, eating great Maggiano's food, and discussing how the financial decisions you make today will help sustain...

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